ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 58 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,000 | -91.2% | 41 | -92.2% | 0.00% | – |
| Q2 2021 | $34,000 | -85.3% | 529 | -74.7% | 0.00% | – |
| Q3 2015 | $232,000 | -6.1% | 2,088 | 0.0% | 0.00% | – |
| Q2 2015 | $247,000 | 0.0% | 2,088 | 0.0% | 0.00% | – |
| Q1 2015 | $247,000 | +4.7% | 2,088 | 0.0% | 0.00% | – |
| Q4 2014 | $236,000 | +4.9% | 2,088 | 0.0% | 0.00% | – |
| Q3 2014 | $225,000 | +2.7% | 2,088 | 0.0% | 0.00% | – |
| Q2 2014 | $219,000 | +5.8% | 2,088 | 0.0% | 0.00% | – |
| Q1 2014 | $207,000 | 0.0% | 2,088 | 0.0% | 0.00% | – |
| Q4 2013 | $207,000 | +11.3% | 2,088 | 0.0% | 0.00% | – |
| Q3 2013 | $186,000 | +8.8% | 2,088 | 0.0% | 0.00% | – |
| Q2 2013 | $171,000 | – | 2,088 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 709,769 | $35,552,000 | 5.36% |
| Aspire Wealth Management Corp | 105,696 | $5,294,000 | 4.88% |
| FAS Wealth Partners, Inc. | 831,269 | $41,638,000 | 4.38% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | 176,800 | $8,855,000 | 4.19% |
| Dentgroup LLC | 65,328 | $3,272,000 | 3.64% |
| Clearstead Advisors, LLC | 858,882 | $43,021,000 | 3.35% |
| Equitable Holdings, Inc. | 3,310,338 | $165,815,000 | 3.16% |
| Corsicana & Co. | 47,286 | $2,369,000 | 1.87% |
| Sunburst Financial Group, LLC | 62,721 | $3,142,000 | 1.51% |
| Surevest, LLC | 81,878 | $4,101,000 | 1.08% |